FundLens
20
Dividend YieldAvoid

Sundaram Dividend Yield

Sundaram · Direct–Growth · rank #11 / 12 Smart Score ke hisaab se

Data updated

Sundaram Dividend Yield ka score 20/100 hai — 12 mein #11 Dividend Yield fund (Avoid). Mazbooti: utaar-chadhaav (category mein 72th percentile). Kamzori: 3 saal ka return (category mein 6th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
-9.1%
-1.3% index ke muqable
3 saal
8.4%
-0.4% index ke muqable
5 saal
8.8%
+0.9% index ke muqable
Launch se
12.6%

Risk metrics

Sharpe ratio
0.28
↑ jitna zyada, utna accha
Sortino ratio
—
↑ jitna zyada, utna accha
Std deviation
14.50
↓ jitna kam, utna accha
Alpha
-0.78
↑ jitna zyada, utna accha
Beta
0.87
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.